Welcome to the Estate Planning Council of Cape Cod website.

 

For Business Owners Planning for What's Next

 

Exiting your business is a key decision. With a solid strategy, you can secure your legacy, maximize value, and retire on your terms. At Rockland Trust, we help business owners grow, protect, and transition their life's work.

 

In this 4-part webinar series How to Exit Your Business & Retire with Confidence, Rockland Trust will walk you through the real-life steps of preparing for exiting your business, including: 

  • How do I purposefully exit my business?  

  • Can I enhance the value of my business before transitioning? 

  • Impact of dependency on the owner, a few customers, vendors, and key employees

  • Creating an integrated financial plan 


Estate Planning Council of Cape Cod is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.